• Latest Insights

    A series of regular news updates, research papers, investment strategy updates and thought pieces from some of Colonial First State Global Asset Management's leading experts.

  • The global resources stocks we’re looking for in 2017

    Article  | 9 February 2017

    Following the downturn of the last 5 years, our 20 years of experience in resources investing leads us to believe the sector is positioned for a brighter 2017. Why?

  • A day in the life...

    Article  | 9 February 2017

    Leaving a hot Australian summer I flew into a cold European winter to spend a week researching infrastructure. Following is a brief summary meant to provide an insight into a day in the life of a global listed infrastructure investor.

  • The evolution of our cities

    Article  | 9 February 2017

    The way we work, commute and shop is changing – and how well our cities adapt to these changes determines how fast land values can rise.

More insights

  • 2017 Global Resources Outlook

    Video  | February 08, 2017

    Find out which global developments – and stocks – we’re watching in 2017 in this 3 minute video outlook from CFSGAM Global Resources Portfolio Manager, Todd Warren.

  • Global Listed Infrastructure Q4 2016 Update

    Video  | February 06, 2017

    Peter Meany, Head of Global Listed Infrastructure Securities and Andrew Greenup, Deputy Head of Global Listed Infrastructure provide an update on the fund's performance throughout the fourth quarter, 2016.

  • First Insights January 2017 edition

    Article  | 30 January 2017

    As is the case each January, in this edition of First Insights, we discuss the key themes and risks for the year ahead. 2017 looks set to be dominated by President Trump and his plans for significant fiscal policy easing in the US.

  • Never say never again

    Article  | 13 December 2016

    For several decades the world has looked to the US for stability and order. Following the ‘surprise’ election result that had the prevailing politicians and pollsters aghast at hearing the words, ‘President-elect Trump’, gives a sense that the stability we have come to expect from the US can no longer be assured.

  • How investors react to volatility and uncertainty

    Article  | 12 December 2016

    Over the first half of 2016, market volatility and political uncertainty has driven cautious behaviour from investors

  • Skill versus returns - the true indicator of performance

    Article  | 30 November 2016

    In this paper we explore why judging a manager on their underlying skill is a better measure than purely focussing on their past investment returns.

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